Horizon Advisors Named in National Survey

For the fourth year in a row, Horizon Advisors was named one of Wealth Manager Magazine’s Top Wealth Managers. Released in the July/August 2009 issue, Horizon was ranked 138th out of 407 national firms in the annual ranking of Top Wealth Managers. The ranking is based on average assets under management per client, and includes firms with assets from $25 million to more than $15 billion. This is Horizon’s highest national ranking to date. We are also in the top 10 in Texas and number one in Houston. Not eligible to participate in the survey were banks, broker/dealers, and non-SEC registered RIAs (those with less than $25 million in assets under management).

We were also recently named in Financial Advisor Magazine’s 2009 RIA [Registered Investment Advisor] Survey. In the magazine’s July 2009 issue, Horizon was ranked 275th out of 352 firms based on total assets under management. In this listing, we were 19th in Texas and number three in Houston. Click here for the ranking.

While we are pleased to be recognized, we remain focused on our responsibility to take good care of our clients. Despite the economic difficulties and challenges of the last 12 months, we continue to deliver contextual investment and financial planning advice, free of conflicts of interest. If you or someone you know could benefit from a relationship with us, please call.

  • Archives
Join Our Email List